Introduction to Plan Creation - MoneyGuide Pro
About The Event
This interactive, hands-on tutorial is designed to help you make a smooth transition to planning with MoneyGuidePro. A trainer will walk you through inputting a case study to help model and illustrate the building of a basic financial plan. Users will individually enter data and create a recommended scenario. Start off on the right foot to help make planning a profitable part of your practice!
• You will need to be able to work with two screens at once - one to enter data and one to watch the webinar; this can be achieved through dual screens, split screen, or toggling between tabs on your browser
• The case study and login information will be emailed the day before the webinar; it will be helpful to have it printed and readily available.